Agreed, very useful idea +1
Agreed, this will add value to the existing system. Thanks!!
THis would be useful. As would the ability to use any downloads from content on teh website as a trigger in workflow so we can either be prompted to follow-up via a task or an automatic email goes out, say, 5 days after some content has been downlaoded on website (similar to what has been proposed here for Sales Docs, but on website instead) .
@OCogan I have a configuration for capturing/triggering based on content being downloaded on the website.
Form to capture information - takes to Thank You page.
On the Thank You page, have a CTA button that takes the visitor to the download (which would be hosted in the Marketing > Files). You can then use the CTA click as a trigger, to create lists, etc.
If you have access to it, the Behaviour Events offer a bit more freedom but require a bit more technical knowledge to implement.
Hope that helps :).
Hi @kbialy and others who need this feature.
We are developing CloudFiles which we plan to launch in a few weeks. It is an enhancement over Documents and provides workflow integration, detailed analytics, multiple security settings etc… It has a File Viewed event which you can configure based on file name, time spent, view count etc… and trigger workflows, filter lists etc… You can try out CloudFIles on HubSpot Marketplace.
Thanks
Hello,
Once the document is sent, there’s no way to create list, or filtering contact using documents activity, therefore drastically reducing the usefulness of the document tool ![]()
It would be very great if document activities would be accessible for reporting / list creation, like meeting activities/notes/etc.
Thanks
This has to be available otherwise the Documents tracking feature is completely useless.
It’s q2 2021, Has this been resolved?
Awaiting a solution as yet
There is a semi-workaround in the HubSpot Marketplace - CloudFiles.
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since we can’t trigger a sequence on document views, how do we export documetn view events so we can do it by hand?
I just moved over the whole list by hand, and we will be switching to
docsend for future versions.
-The Emerald Banker
We recently created an article and an infographic with detailed steps on how to do this using CloudFiles.
I don’t understand what the point of the documents tool is without this ‘feature’.
Our Client needs this function, too. Pls, develop it.
Throw us into the “want” pile. Totally crazy this feature doesn’t exist in Hubspot. This should of been baked in since the start of documents. Please fix this!
Can’t believe this has been reviewed since 2018 and not done yet.
We store documents on hubspot and sahre them
But what’s the use if you cna’t generate list,s workflows and nothing else with it?
3 years already since this was reported…
@glencornell might you have any updates by chance?
Was looking for this feature today and surprised it isn’t available. Please prioritise this!
totally agree! Been asking for this feature or any feature to help with following up on document views and clicks for two years. ![]()